For the complete documentation index, see llms.txt. This page is also available as Markdown.

Organizations

Manage members, access, and security for your organization in Organizations.

Organizations is the Certta admin console for identity and access management. Super Admins use it to configure the organization profile, manage people (members, administrators, roles, and groups), and set up security features such as SSO and SCIM provisioning.

Each organization is accessed at its own subdomain, for example https://certta.sso.caf.io. Members sign in at that URL with Sign in with SSO when SSO is enabled. Super Admins open the admin console at https://certta.sso.caf.io/admin-login using email and password.


Access requirements

Requirement
Description

Super Admin

Full access to all areas described below.

Member

Can sign in and use linked Certta products according to group assignments. Cannot open the admin console.

Organization subdomain

The hostname alias identifies your tenant (for example, certta in https://certta.sso.caf.io).


The admin sidebar includes four main areas:

Area
Purpose

Dashboard

Overview of members, groups, linked accounts, and roles, plus shortcuts to SSO and SCIM.

Organization

Organization status, login URL, identifier, and linked Certta accounts.

People

Members, administrators, roles, and groups.

Security

SSO, attribute mapping, group assignment rules, and SCIM tokens.


Dashboard

The dashboard shows organization-wide counts and the status of SSO and SCIM provisioning.

Organizations - Dashboard
Stat
Description

Members

Total members in the organization.

Groups

Groups used to bundle role and tenant assignments.

Linked accounts

Certta products linked to this organization.

Roles

Custom roles defined for fine-grained permissions.

Use the SSO and SCIM cards to jump directly to the corresponding Security tabs.


Organization

Configure organization-level settings: active status, display name, login URL, organization ID, and linked accounts.

Organizations - Organization settings
Field
Description

Organization active

When disabled, new logins are blocked; existing data is preserved.

Login URL

URL members use to sign in (subdomain-based).

Organization ID

Internal identifier for APIs and support.

Linked accounts

Certta products connected to this organization.


People

The People screen has four tabs: Members, Administrators, Roles, and Groups.

Members

View and manage organization members. Search and filter by status, and deactivate accounts.

Organizations - Members

Administrators

Super Admins who can manage the organization. View the list of administrators with access to the admin console.

Organizations - Administrators

Roles

Define named sets of scopes (permissions). Roles are attached to groups; members inherit access through group membership.

Organizations - Roles
Column
Description

Role

Display name of the custom role.

Description

Optional summary of the role purpose.

Permissions

Count of scopes assigned to the role.

Groups

Number of groups that reference this role in their access assignments.

Create a role

  1. Open People → Roles.

  2. Select Create role.

  3. Enter a Name and optional Description.

  4. Under Permissions, select one or more scopes (use the filter to search by identifier).

  5. Select Save role.

Organizations - Create role

Roles are not assigned to members directly. Attach a role to a group under Accesses so every member of that group inherits the role on the selected linked accounts.

Groups

Bundle role + tenant assignments and attach members. Groups are the primary unit for access control across linked Certta products.

Organizations - Groups
Column
Description

Name

Group display name.

Description

Optional summary of the group's purpose.

Members

Count of members attached to the group.

Assignments

Count of role + linked-account access rules configured for the group.

Create a group

  1. Open People → Groups.

  2. Select Create group.

  3. Enter a Group name and optional Description.

  4. Select Create Group — you are redirected to the group detail page.

Organizations - Create group

Group detail — Members and Accesses

Each group has two tabs:

Tab
Purpose

Members

View and add organization members to the group.

Accesses

Assign roles to linked accounts (all accounts or specific tenants).

Organizations - Group detail members

Open the Accesses tab to manage which roles the group grants and on which linked accounts:

Organizations - Group accesses

Select Add accesses to attach a role:

  1. Choose a Role from the list of roles defined in People → Roles.

  2. Under Where to apply, pick All accounts or Specific accounts.

  3. For specific accounts, select one or more linked accounts from the list.

  4. Select Add accesses.

Organizations - Add group access

Security

Open Security in the sidebar (labeled Authentication in the page header). Four tabs cover federation and provisioning.

SSO

Enable SAML or OIDC, copy Service Provider values for your identity provider, and save provider configuration.

Organizations - SSO configuration

See the SSO Configuration Guide and provider-specific guides for step-by-step setup.

Attribute mapping

Map identity provider claims to member fields used during SSO sign-in.

Organizations - Attribute mapping

Group assignment rules

Assign members to groups automatically based on IdP attributes (for example, directory groups or department).

Organizations - Group assignment rules

SCIM

Generate a bearer token and SCIM base URL for automated user provisioning from your identity provider.

Organizations - SCIM provisioning

See the SCIM Provisioning Guide for setup steps, supported operations, and how SCIM interacts with SSO.


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